Jason M Orsky Wealth Management LLC

Jason M Orsky Wealth Management LLC (CRD# 170277) is a financial advisory firm headquartered in Westlake, OH. They manage $27,925,000 in 400 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $69,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Jason M Orsky Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kathleen H. McCarthy
CRD#: 1677723
671 Columbia Rd, Suite #1, Westlake, OH 44145
93
Wealthminder
score

Kathleen McCarthy (CRD# 1677723) is an Investment Advisor Representative working at Jason M Orsky Wealth Management LLC in Westlake, OH and has over 17 years of experience in the finance industry.

2
Jason M. Orsky
CRD#: 5652030
671 Columbia Rd, Suite #1, Westlake, OH 44145
93
Wealthminder
score

Jason Orsky (CRD# 5652030) is an Investment Advisor Representative working at Jason M Orsky Wealth Management LLC in Westlake, OH and has over 9 years of experience in the finance industry.

3
Kevin J. Walker
CRD#: 5416040
671 Columbia Rd, Suite #1, Westlake, OH 44145
93
Wealthminder
score

Kevin Walker (CRD# 5416040) is an Investment Advisor Representative working at Jason M Orsky Wealth Management LLC in Westlake, OH and has over 10 years of experience in the finance industry.

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